EMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters

Job Title: Employed Financial Planner

Location: Kenilworth

Benefits: Competitive salary, Pension, Professional development opportunities

Salary: £35,000 to £40,000 plus bonus depending on qualifications and experience.

About the Company:

Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.

They are currently seeking a skilled and experienced Financial Planner.

What Your Day to Day Duties Will Include:

Conduct thorough financial assessments for clients to understand their current financial situation, goals, and risk tolerance.
Develop customized financial plans tailored to meet each client's specific needs and objectives.
Provide recommendations on investment strategies, asset allocation, and portfolio management to help clients grow and protect their wealth.
Assist clients with retirement planning, including calculating retirement income needs, evaluating retirement savings options, and optimising Social Security benefits.
Offer guidance on tax planning strategies to minimise tax liabilities and maximise tax efficiency.
Advise clients on estate planning techniques to preserve wealth and minimize estate taxes.
Stay up-to-date on industry trends, market developments, and regulatory changes to provide informed advice to clients.
Build and maintain strong client relationships through regular communication and proactive financial guidance.
Educate clients on financial planning concepts, investment principles, and wealth management strategies.

What is Needed to Be Considered:

Have a minimum qualification to Level 4/Diploma with a desire to attain the Chartered qualification within the next three years
Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients.
Have and a proactive work ethic.
Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills
Minimum of two years demonstrable advisory experience

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for